THE UNITED JEWISH FUND AND COUNCIL ST PAUL JEWISH FEDERATION (EIN 410693887) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

DAVID KAPLAN

Phone

6516901707

Tax Period

2024-05-01 to 2025-04-30

THE UNITED JEWISH FUND AND COUNCIL ST PAUL JEWISH FEDERATION, founded in 1935, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.7M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $3.4M left a modest 9% surplus.

Mission

TO UNITE, SUSTAIN AND ENHANCE THE ST. PAUL JEWISH COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,197,805

Program Service Revenue $145,485

Investment Income $392,675

Other Revenue $0

TOTAL REVENUE $3,735,965

Expense Breakdown

Grants Paid $1,857,998

Salaries & Benefits $775,084

Fundraising Expenses $402,319

Program Expenses $2,632,994

Other Expenses $749,811

TOTAL EXPENSES $3,382,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,735,965	$4,812,296	-0.2%
Expenses	$3,382,893	$5,767,442	-0.4%
Net Income	$353,072	$-955,146	-1.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$157,145

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARNI TESLOS	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
TOM FRISHBERG	PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER KAPLAN	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
JASON DIVINE	TREASURER	5.00	Officer Director	$0	$0	$0
AMY ALCH	DIRECTOR	2.00	Director	$0	$0	$0
CINO ADELSON	DIRECTOR	2.00	Director	$0	$0	$0
DEB GETSUG	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH LAMIN	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH MARTINEZ-PODOLSKY	DIRECTOR	2.00	Director	$0	$0	$0
EMILY PAPER	DIRECTOR - PARTIAL YEAR	2.00	Director	$0	$0	$0
ERIN BALDINGER	DIRECTOR	2.00	Director	$0	$0	$0
EZRA STROHM	DIRECTOR - PARTIAL YEAR	2.00	Director	$0	$0	$0
JENNIFER SCHNEIDER	DIRECTOR	2.00	Director	$0	$0	$0
JOE LANE	DIRECTOR	2.00	Director	$0	$0	$0
PEGGY KIPP	DIRECTOR	2.00	Director	$0	$0	$0
REBEKAH JACOB	DIRECTOR	2.00	Director	$0	$0	$0
SARA RICE	SECRETARY	5.00	Officer Director	$0	$0	$0
SHILOH HENDERSON	DIRECTOR	2.00	Director	$0	$0	$0
TESSA BLAKELEY SILVER	DIRECTOR	2.00	Director	$0	$0	$0
TIFFANY GOLDMAN	DIRECTOR	2.00	Director	$0	$0	$0
LAURIE FINK	DIRECTOR	2.00	Director	$0	$0	$0
ARI PARRITZ	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA POVARCHUK	DIRECTOR	2.00	Director	$0	$0	$0
MIKE SAXON	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN SPIERS	DIRECTOR	2.00	Director	$0	$0	$0
JIM STROHM	DIRECTOR	2.00	Director	$0	$0	$0
DAVID KAPLAN	CEO	45.00	Officer	$146,212	$10,933	$157,145

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,735,965	$3,382,893	$18,900,809	$353,072
2024	$4,812,296	$5,767,442	$18,006,165	$-955,146
2023	$2,620,872	$2,928,351	$17,854,125	$-307,479
2022	$4,287,337	$3,126,816	$18,383,479	$1,160,521
2021	$4,218,207	$3,263,706	$18,989,285	$954,501
2020	$2,970,426	$3,600,213	$14,949,733	$-629,787
2019	$2,567,066	$3,225,996	$16,475,381	$-658,930
2018	$5,979,743	$3,660,898	$17,356,072	$2,318,845

THE UNITED JEWISH FUND AND COUNCIL ST PAUL JEWISH FEDERATION